Edit Device Parameters

Modified on Tue, Jun 25, 2024 at 2:35 PM

1. Navigate to Device Management in the Sidebar Menu.

2. Locate the Merchant's EPI followed by clicking the Vertical Ellipsis(⋮), then Edit Parameters.

Edit Parameters

Merchants Data Points:

View important information such as EPI, store name, device name, device type, and processing platform to ensure you are in the correct account when editing.

POS Menu Config:

Customize the Payment Touch Screen Menu the Merchant sees.

Merchant Logo:

Upload a 150 X 150 .PNG file to be used on SMS and emailed receipts.

Map:

View the Merchant's location on a map and street view based on the address in Merchant Management.

RAM:

View available and used RAM on devices.

Memory:

View available and used Storage on devices.

Connection:

View connection type and signal strength on devices.

Battery:

Power type displayed and battery percentage on devices

Tags:

Add up to 5 tags as External identifiers for merchant profiles, devices, and transactions during merchant file build for deeper reporting.

Tip Tax & Fee

Default Home Screen

Tip:

Enable Tip functionality on Terminal.

Tip on Receipt:

Allow Manual Tip entry on paper receipt.

Smart Tip:

Suggested Tip options on receipt, with Tip Adjust required.

Tip on Screen:

Suggested Tip options on Screen at Time of Sale.

Show Tip Suggestion:

Show Tip Suggestion on Screen, Receipt or Both.

Server/Clerk Details:

Input server/clerk details for each EPI separately for proper function.

Max Tip:

Set maximum threshold for tips, default is 350% and $350, maximum is 9999% and $9,999.

Receipt for Tip Adjustment:

Option to Print Receipt after Tip Adjust.

Fixed Tip:

Fixed Percentage or Dollar Amount added to each Transaction.

Tax:

Enter State Tax percentage.

Include Tax for Cash:

Include Tax on Cash Transactions.

Custom Fee:

Enable or Disable Custom Fee (Cash Discount/Surcharge) on Transactions.

Enable for Debit:

Apply Custom Fee to Debit Transactions.

Signature Debit Only:

Apply Custom Fee to Signature Debit Transactions only. (Not PIN Debit)

Custom Fee Disclosure:

Includes a Line Item on Amount Confirmation and Receipt communicating the inclusion of the Custom Fee on the Transaction.

Include Tip on Screen:

Apply Custom Fee to Tip.

Include Tax:

Apply Custom Fee to Tax.

Include Cash:

Apply Custom Fee to Cash Transactions.

Cash Discount:

Display Custom Fee Removal on Amount Confirmation and Receipt.

Show $0 for Card:

If Custom Fee is Bypassed, communicate $0 charged for Custom Fee.

Show Remove Fee:

Provides the Merchant with the ability to remove the Custom Fee on a per Transaction basis.

Custom Label:

Create custom labels for your Custom Fee. Ex. Admin Fee

Default Surcharge Select:

Range set for applying/removing the Custom Fee.

Dual Pricing & BIN-Based Surcharge

Tip:

Enable Tip functionality on Terminal.

Tip on Receipt:

Allow Manual Tip entry on paper receipt.

Smart Tip:

Suggested Tip options on receipt, with Tip Adjust required.

Tip on Screen:

Suggested Tip options on Screen at Time of Sale.

Variable:

Allows Suggested Tips to be Percentage Based or Dollar Amount.

Max Tip:

Set maximum threshold for tips, default is 350% and $350, maximum is 9999% and $9,999.

Server/Clerk Details:

Input Server/Clerk details for each EPI separately for proper function.

Receipt for Tip Adjustment:

Option to Print Receipt after Tip Adjust.

Fixed Tip:

Fixed Percentage or Dollar Amount added to each Transaction.

Tax:

Enter State Tax percentage.

Include Tax for Cash:

Include Tax on Cash Transactions.

Custom Fee:

Enable or Disable Custom Fee (Cash Discount/Surcharge) on Transactions.

Enable for Debit:

Apply Custom Fee to Debit Transactions.

Signature Debit Only:

Apply Custom Fee to Signature Debit Transactions only. (Not PIN Debit)

Custom Fee Disclosure:

Includes a Line Item on Amount Confirmation and Receipt communicating the inclusion of the Custom Fee on the Transaction.

Include Tip on Screen:

Apply Custom Fee to Tip.

Include Tax:

Apply Custom Fee to Tax.

Include Cash:

Apply Custom Fee to Cash Transactions.

Cash Discount:

Display Custom Fee Removal on Amount Confirmation and Receipt.

Show $0 for Card:

If Custom Fee is Bypassed, communicate $0 charged for Custom Fee.

Show Remove Fee:

Provides the Merchant with the ability to remove the Custom Fee on a per Transaction basis.

Custom Label:

Create custom labels for your custom fee. Ex. Admin Fee

Default Surcharge Select:

Range set for applying/removing the Custom Fee.

Virtual Terminal

Tip:

Enable Tip functionality on Terminal.

Tip on Screen:

Suggested Tip options on Screen at Time of Sale.

Max Tip:

Set maximum threshold for tips, default is 350% and $350, maximum is 9999% and $9,999.

Tax:

Enter State Tax percentage.

Custom Fee:

Enable or Disable Custom Fee (Cash Discount/Surcharge) on Transactions.

Enable for Debit:

Apply Custom Fee to Debit Transactions.

Custom Fee Disclosure:

Includes a Line Item on Amount Confirmation and Receipt communicating the inclusion of the Custom Fee on the Transaction.

Include Tip on Screen:

Apply Custom Fee to Tip.

Show Remove Fee:

Provides the Merchant with the ability to remove the Custom Fee on a per Transaction basis.

Prompt Password to Remove Fee:

Displays a Password to Confirm Removal of the Custom Fee.

Custom Label:

Create custom labels for your custom fee. Ex. Admin Fee

Default Surcharge Select:

Range set for applying/removing the Custom Fee.

Receipt

VL100/VL100 Pro/300, VL110, VL500, VL550, VP100/300, VP500, VP550, VP550E, VP800

Headers:

Create custom or use default from file build.

Footers:

Create custom or use default from file build

Disclaimer:

Create custom or use default from file build

Enable Disclaimer

Toggle to show Disclaimer on Receipt.

Settlement Report Detailed (Printed):

Turn on/off Detailed Report printing with Settlement.

Settlement Report Tip (Print):

Turn on/off Tip Report printing with Settlement.

Email Settlement Report:

Turn on/off Settlement Report delivery to Merchant Admin email.

Hide Receipts Options:

Disable Print or SMS full-screen prompt.
Also Removes Engage My Customer SMS Collection.

Paper Receipt:

Turn On/Off Paper Receipt printing

SMS Receipt:

Turn On/Off SMS Receipt delivery

Forced on Screen Signature:

On/Off Force Signature on Terminal Touchscreen

Forced Signature Line:

On/Off Force Signature Line on Printed Receipt. (Tip Adjust Required)

Receipt Options Merchant:

Determine whether Merchant Copy of Receipt will Automatically Print, Prompt to Print or Don’t Print.

Receipt Options Customer:

Determine whether Customer Copy of Receipt will Automatically Print, Prompt to Print or Don’t Print.

Receipt for Declined Transactions:

Turn On/Off Printing of Receipt for Declined Transactions.

Virtual Terminal

Headers:

Create custom or use default from file build.

Footers:

Create custom or use default from file build

Disclaimers:

Create custom or use default from file build

Email Settlement Report:

Turn on/off Settlement Report delivery to Merchant Admin email.

Terminal & Transaction

Note: Some Features may not be present due to Variations in devices

AVS:

On/Off Address Verification for Credit Transactions

AVS Action:

Approve and Notify or Decline when Incorrect information Provided in AVS process

Standby Time(VL110 Only):

1st Layer Power Save mode

Sleep Time(VL110/VL500 Only):

2nd Layer Power Save mode

External Pin Pad Support (VL100/VL100 Pro/VP100 Only):

Activate and Power External Pin Pad when connected.

Amount Confirmation:

Amount Confirmation display on Pin Pad

Disable PIN Debit:

Not Allow PIN Debit Transactions

Descriptor(Virtual Terminal Only):

Set Custom Information of Transaction Details
Cash back on Debit:
Allow Cashback on Debit Transactions

PIN Bypass:

Bypass PIN on Debit Transactions

Display Logo:

Display Logo on Terminal

Password for Refund / PreAuth:

Password Restrict Refund / PreAuth Functionality

Discriptor:

Adds a Descriptor label to the Receipt.

Partial Approval:

When a Gift Card is Used and the Transaction is over it's limit, it will prompt to complete a Transaction for the remaining amount.

Split Payment:

Ability to Split Payment into 5 Transactions equaling Total Transaction Amount.

Manual Card Entry:

Enable Manual Entry for Credit Cards

Enable Manual for Debit:

Enable Manual Entry for Debit Cards

EBT Cashback:

Enable Cashback Functionality for EBT Transactions

Batch out Time:

Determine Ability to Automatically Batch at a Specified Time or Manually Batch

QSR:

Remove Necessity of Signature and Receipt Printing in High Transaction Volume Locations to increase productivity

POS Integrations:

TCP & Web Socket Compatibility

Disable All Passwords:

Disable All Password Prompts on Terminal

Presale QR Allowed:

Print a QR Code on Presale Receipt to create an additional method of capturing payment.

Home Screen BIN

All Devices

Default:

Credit / Debit / Cash / EBT / Gift - HomeScreen (Edit via POS Menu Config)

Dual Pricing:

Card / Cash / EBT - HomeScreen (Edit via POS Menu Config) (Dual Pricing uses BIN Detection to differentiate between Credit Cards and Debit Cards)

BIN-Based Surcharge:

Card Type being determined by using BIN detection.

Value Added Services

All Devices

Survey:

Allows Customers to rate their experience through smiley icons expressing their experience. This feeDBAck is collected into the Customer Engagement section of theMerchant Portal.

Additional Input 1 and Additional Input 2:

Additional Inputs that allow more information to be collected regarding the transaction. The labels are customizable.

Ex. label = Invoice #
Minimum Character Count: 0
Maximum Character Count: 15
Numeric Characters Allowed: Yes
Alphanumeric Characters allowed: Yes

Presale QR Disclaimer:

Customize a disclaimer presented to the Customer when a Pre Sale ticket is created along with a QR code that allows the transaction to be processed via web portal as well.

Disclaimer

Virtual Terminal

Create Custom Disclaimer for VT Credit Sales
Create Custom Disclaimer for E Invoice Credit Sales
Create Custom Disclaimer for VT Debit Sales
Create Custom Disclaimer for E-Invoice Debit Sales

Support

All Terminals

Contact Us:

View ISO/Sub-ISO contact details.

Call me back:

Ability to allow support Ticket creation from Terminal.

Reset Managers Password:

Reset Custom passwords to the last 4 of the EPI.

Save: Commits any changes made in Device Management.

Note: All Parameter Changes Saved Require a Package Download on the Device to Reflect Changes

Performing a Package Download:
VL100/VL110/VP100 = Favorites (★) > 6.Package Download > OK
VL500/VP500 = Menu Button > Updates > ENTER